Every performance in BookLive has its own dedicated email inbox. This guide shows you how to access the inbox and navigate the conversation view to stay on top of client communications.
Where to Find the Performance Inbox #
The Performance Inbox is located within each individual performance record. To access it:
- Navigate to any performance from your calendar or performances list
- Click on the performance to open the performance details page
- Look for the Inbox tab in the performance navigation
- Click the Inbox tab to view the email conversation
Understanding the Inbox Interface #
The Performance Inbox interface has several key areas:
Inbox Email Address Display #
At the top of the inbox, you will see the unique email address for this performance. This address follows the format:
perf-[unique-id]@performances.booklive.comYou can click the copy icon next to this address to copy it to your clipboard for sharing with team members or adding to external email clients.
Action Buttons #
The inbox header includes several action buttons:
- Compose Email – Opens the email composer to send a new message
- Refresh – Reloads the inbox to check for new messages
- Trigger Workflow – Manually triggers an email workflow for this performance
Conversation Thread #
The main area displays all emails in the conversation, organized as a thread. Each email entry shows:
- Direction indicator – An icon showing whether the email was sent to or received from the client
- Subject line – The email subject with a badge showing Sent (outbound) or Received (inbound)
- Sender/Recipient – Who sent the email and who received it
- Timestamp – When the email was sent or received
- Expand/Collapse – Click any email to expand and see the full message body
Email Direction Indicators #
Understanding email direction is important for following the conversation:
Inbound Emails (From Team to Client) #
Emails marked as “inbound” with a green badge were sent FROM your team TO the client. These appear with:
- A downward arrow icon
- Green “Received” badge
- Shows “From:” with the team member email address
Outbound Emails (From Client to Team) #
Emails marked as “outbound” with a primary-colored badge were sent FROM the client TO your team. These appear with:
- An upward arrow icon
- Blue “Sent” badge
- Shows “To:” with the inbox email address
Note: The direction terminology is from the client perspective – “outbound” means the client sent it out, “inbound” means the client received it.
Expanding Email Details #
To read the full content of any email:
- Click anywhere on the email row in the list
- The email will expand to show the full message body
- You will see detailed information including subject, sender/recipient, and date
- A Reply button appears to respond to that specific email
- Click the email row again to collapse it
Inbox Participants Panel #
Below or beside the email thread, you will find the Inbox Participants panel. This shows:
Team Members Section #
- All team members who have access to this inbox
- Their assigned role (Team Member, CC, Band Leader, Communications Manager)
- When they were added to the inbox
Client Participants Section #
- The main client contact (marked with a badge)
- Any collaborators added to the performance
- Their role or title if specified
Empty Inbox State #
If no emails have been sent or received yet, the inbox will display an empty state with:
- A large inbox icon
- A message indicating no emails have been exchanged
- The Compose Email button to start the first conversation
This is normal for new performances – simply click Compose Email to send your first message to the client.
Loading and Error States #
Loading #
When the inbox is loading, you will see a spinning progress indicator. This typically takes just a few seconds.
Permission Error #
If you see a permission error, it means you do not have access to view this performance inbox. This can happen if:
- You are not a participant in this inbox
- You are not a member of the group that owns this performance
- Your role does not include inbox access permissions
Contact your group leader to request access if needed.
Refreshing the Inbox #
The inbox does not automatically refresh in real-time. To check for new messages:
- Click the Refresh button in the inbox header
- Or navigate away from the tab and return to it
When a client replies to your email, you will also receive a notification (email and/or in-app) alerting you to the new message.
Quick Actions from the Inbox #
From the inbox view, you can:
- Send a new email – Click Compose Email
- Reply to any message – Expand an email and click Reply
- Copy the inbox email – Click the copy icon next to the address
- Trigger a workflow – Click the Trigger Workflow button
- Add team members – Use the Inbox Participants panel (if you have permission)
Related Articles #
- Understanding the Performance Inbox
- Sending Emails from the Performance Inbox
- Managing Team Participants in Performance Inbox
